See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,691 | $127,777-95.5% | $106,548-94.7% | $167,490-96.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 39.24% | 33.87%+5.4pp | 26.80%+12.4pp | 478.56%-439.3pp |
| Employer contribution / active EE | $1,505 | $3,427-56.1% | $2,819-46.6% | $4,837-68.9% |
| Participant deferral / active EE | $3,469 | $5,087-31.8% | $4,398-21.1% | $6,341-45.3% |
| Admin fee / account holder | $69 | $11,228-99.4% | $7,407-99.1% | $12,309-99.4% |